See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,045 | $63,346-14.7% | $92,233-41.4% | $70,131-22.9% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 15.09% | 530.12%-515.0pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,887 | $2,471+97.8% | $3,679+32.8% | $2,342+108.6% |
| Participant deferral / active EE | $1,725 | $2,854-39.5% | $3,897-55.7% | $3,332-48.2% |
| Admin fee / account holder | $17,675 | $3,840+360.3% | $5,194+240.3% | $4,645+280.5% |